+210.2%
HD vs VOO
+315.3%
-105.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.6% | -0.6% |
| 7D | -1.8% | -0.4% | -1.5% | -1.5% |
| 30D | -10.8% | -1.4% | -9.5% | -9.7% |
| 3M | -2.7% | +3.7% | -6.4% | -6.0% |
| 6M | -10.3% | +13.0% | -23.3% | -20.2% |
| YTD | -7.8% | +12.4% | -20.3% | -17.7% |
| 1Y | -23.1% | +18.6% | -41.7% | -35.0% |
| 3Y | +2.0% | +78.1% | -76.1% | -42.8% |
| 5Y | +6.2% | +82.3% | -76.0% | -42.0% |
| 10Y | +210.2% | +322.5% | -112.4% | -25.9% |
| All | +210.2% | +315.3% | -105.2% | -25.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling